December 2022
PROCUREMENT COMMUNICATIONS REPORT
OAG employees must document all written and oral communications they receive that impart or request material information or make a material argument regarding potential action concerning a procurement matter, including but not limited to an application, a contract, or a project. This requirement does not apply to communications regarding the administration and implementation of an existing contract, except communications regarding change orders or the renewal or extension of a contract.
| Name and Title OAG Employee |
Date/time of contact | Name and title of person making contact and name of company they represent |
Registered Lobbyist? |
Name and title of each additional participant to the communication |
Method of contact (oral by phone, oral in person, or in writing). If by phone, list each person's phone number. If in person, list location of meeting. |
Approximate duration of communication. |
Provide a detailed summary of the points made by each person involved in the communication, including any action requested or recommendation made, and the substance of your response. |
|---|---|---|---|---|---|---|---|
| Jeanne Michaud, Auditor V | 12/01/2022 09:16 AM | John Wysocki, Partner, GW & Associates | No | Beth Obernuefemann, Mangager, OAG
Jennifer Baptist, Manager, OAG David Jelonek, Partner, GW & Associates Katy MacDonna, Auditor II, OAG | E-mail: john.wysocki-at-cpagwa.com
jmichaud-at-auditor.illinois.gov david.jelonek-at-cpagwa.com jbaptist-at-auditor.illinois.gov bobernuefemann-at-auditor.illinois.gov kmacDonna-at-auditor.illinois.gov | E-mails over the course of 4 hours and 5 minutes. | John provided timetable amendments and responded to proposed revisions for the FY22 audits of ROE 12, 31, 41,48 50,56 and the FY19 audit of ISC 2. |
| Jeanne Michaud, Auditor V | 12/01/2022 09:38 AM | Stella Santos, Partner, Adelfia | No | N/A | E-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the contract amendment for the FY22 audit of ROE 16 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/01/2022 09:41 AM | Hilda Renteria, Partner, Prado & Renteria | No | N/A | E-mail: hrenteria-at-pradorenteria.com
jmichaud-at-auditor.illinois.gov | I uploaded the FY20 contract amendment to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/01/2022 09:45 AM | Leilani Rodrigo, Partner, Roth & Co. | No | Marites Sy, Partner, Roth & Co. | E-mail: msy-at-rothcocpa.com
lrodrigo-at-rothcocpa.com jmichaud-at-auditor.illinois.gov | I uploaded the FY22 contract for ROE 39 to the OAG RFP portal. | |
| Jose Roa, Auditor V | 12/01/2022 10:25 AM | Epifanio Sadural, Partner, Roth & Co., LLP | No | Email and OAG RFP Site
Roa: jroa-at-auditor.illinois.gov Sadural: ESadural-at-rothcocpa.com | Provided and received contract amendment for the FY22 IL Workers' Compensation Commission engagement. | ||
| Logan Jones, Information Services Specialist IV | 12/01/2022 11:08 AM | Shane Patacairk, Success Manager, N-Able | No | Donna Humphries | email - shane.patacairk- at -n-able[.]com | requested additional licensing in help desk and n-central for new techs | |
| Donna Humphries, Manager of IT Operations | 12/01/2022 12:50 PM | Bailey Woolsey, Account Exec, LRS Web Solutions | No | e-mail
Bailey - Bailey.Woolsey-at-lrs.com Donna -dhumphries-at-auditor.illinois.com | Discussed LRS contracting with OAG to redesign current website - sent over legal documents as well as detailed proposal. | ||
| Jeanne Michaud, Auditor V | 12/01/2022 01:36 PM | Jennifer Roan, Partner, Adelfia | No | Jennifer Baptist, Manager, OAG
Mavie Valera, Partner, Adelfia | Email: jsroan-at-adelfiacpas.com
mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov jbaptist-at-auditor.illinois.gov | Jennifer submitted a revised timetable for the FY22 audit of ROE 26. | |
| Logan Jones, Information Services Specialist IV | 12/01/2022 02:53 PM | Shane Patacairk, Senior Partner Success Manager, N-Able | No | Donna Humphries | email - shane.patacairk- at -n-able[.]com | Shane changed my order to what he thought we needed, and sent a Docusign. | |
| Logan Jones, Information Services Specialist IV | 12/01/2022 03:32 PM | Shane Patacairk, Senior Partner Success Manager, N-Able | No | Donna Humphries | Email: shane.patacairk- at -n-able[.]com | I informed Shane that his adjustment to the order was in error. | |
| Logan Jones, Information Services Specialist IV | 12/01/2022 03:43 PM | Shane Patacairk, Senior Partner Success Manager, N-Able | No | Donna Humphries | E-mail: shane.patacairk- at -n-able[.]com | Shane asked for confirmation that the original order was correct. | |
| Logan Jones, Information Services Specialist IV | 12/01/2022 05:00 PM | Shane Patacairk, Senior Partner Success Manager, N-Able | No | Donna Humphries | E-mail: shane.patacairk-at-n-able.com | I confirmed the order quantities for all involved products. | |
| Jeanne Michaud, Auditor V | 12/01/2022 05:13 PM | Diana Smith, Partner, West & Company | No | N/A | E-mail: dsmith-at-west-cpa.com
jmichaud-at-auditor.illinois.gov | Diana provided a revised timetable for the amendment of the FY22 audit of ROE 24. | |
| Jeanne Michaud, Auditor V | 12/02/2022 09:28 AM | Matt Clarkson, Manager, Doehring, Winders & Co. | No | Robert Arnholt, Partner, Doehring, Winders & Co.
Jennifer Baptist, Manager, OAG | E-mail: mclarkson-at-dwcocpa.com
rarnholt-at-dwcocpa.com jmichaud-at-auditor.illnois.gov jbaptist-at-auditor.illinois.gov | Matt e-mailed the revised timetables for the amendments of the FY22 audits of ROE 20 and 51. | |
| Jeanne Michaud, Auditor V | 12/02/2022 12:10 PM | Kimberly Walker, Partner, Kemper CPA Group | No | N/A | E-mail: kwalker-at-kempercpa.com
jmichaud-at-auditor.illinois.gov | Kimberly provided revised timetables for the amendments of the FY21 audit of ROE 30 and FY22 audit of ROE 45. | |
| Jeanne Michaud, Auditor V | 12/02/2022 01:53 PM | Anthony Cervini, Partner, Sikich | No | Amy Sherwood, Partner, Sikich | e-mail: anthony.cervini-at-sikich.com
amy.sherwood-at-sikich.com jmichaud-at-auditor.illinois.go | Anthony e-mailed revised timetables for the amendments of the FY20 audits of ROE 19 and 34. | |
| Janis VanDurme, HHS Audit Manager | 12/02/2022 02:03 PM | Josh Shugart, KEB Partner | No | N/A | Email:
jvandurme-at-auditor.illinoi.gov JoshS- at -kebcpa.com | N/A | I sent the firm a request to provide revised due dates for the contract timetables of the ISBE FY22 engagements. |
| Janis VanDurme, HHS Audit Manager | 12/02/2022 02:03 PM | Bill Sarb, Partner RSM US LLP | No | N/A | Email:
jvandurme-at-auditor.illinois.gov Bill.Sarb-at-rsmus.com | N/A | I sent the firm a request to provide revised contract timetable dates for IDOR FY22 engagements. |
| Janis VanDurme, HHS Audit Manager | 12/02/2022 02:04 PM | Linda Abernethy, RSM US LLP Partner | No | N/A | Email:
jvandurme-at-auditor.illinois.gov Linda.Abernethy-at-rsmus.com | N/A | I sent the firm a request to provide me revised contract timetable dates for the DHS FY22 engagement. |
| Janis VanDurme, HHS Audit Manager | 12/02/2022 02:04 PM | Tom Leach, Sikich Partner | No | N/A | Email:
jvandurme-at-auditor.illinois.gov tleach-at-sikich.com | N/A | I sent the firm a request to provide revised contract timetable dates for the HFS FY22 engagement. |
| Logan Jones, Information Services Specialist IV | 12/02/2022 08:21 PM | Shane Patacairk, Senior Partner Success Manager, N-Able | No | Donna Humphries | E-mail: shane.patacairk-at-n-able.com | Shane indicated that he understood the requirements and sent a new Docusign. | |
| Janis VanDurme, HHS Audit Manager | 12/05/2022 08:04 AM | Linda Abernethy, RSM US LLP Partner | No | N/A | Phone:
VanDurme: 217-782-8393 Abernethy: 6305331755 | 10 minutes | RSM called me to discuss the items that are delaying the DHS FY22 financial audit and approximately how much longer the engagement would last. At the end of the call, we agreed on revised dates and I instructed RSM to submit the revised timetable to me in writing so that an Amendment to the Phase II contract can be prepared. |
| Jeanne Michaud, Auditor V | 12/05/2022 08:55 AM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the contract amendment for the FY22 audit of ROE 33 to the OAG RFP portal. | |
| Janis VanDurme, HHS Audit Manager | 12/05/2022 01:06 PM | Linda Abernethy, RSM US LLP Partner | No | N/A | Email:
jvandurme-at- auditor.illinois.gov linda.abernethy-at-rsmus.com | N/A | RSM submitted a revised timetable to amend the Phase II contract of the FY22 DHS financial audit. |
| Jeanne Michaud, Auditor V | 12/05/2022 02:41 PM | Anthony Cervini, Partner, Sikich | No | Amy Sherwood, Partner, Sikich | E-mail: anthony.cervini-at-sikich.com
amy.sherwood-at-sikich.com jmichaud-at-auditor.illinois.gov | E-mails over the course of 15 minutes | I had some questions and proposed changes about the timetables for the amendments of the FY20 audits of ROE 19 and ROE 34. |
| Jeanne Michaud, Auditor V | 12/05/2022 03:40 PM | Citlali Renteria, Digital Marketing and IT Coordinator, Prado & Renteria | No | N/A | E-mail: crenteria-at-pradorenteria.com
jmichaud-at-auditor.illinois.gov | Citlali uploaded the signed contract amendment for the FY20 audit of ROE 47 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/05/2022 03:54 PM | Leilani Rodrigo, Partner, Roth & Co. | No | N/A | E-mail: lrodrigo-at-rothcocpa.com
jmichaud-at-auditor.illinois.gov | Leilani uploaded the signed FY22 contract for ROE 39 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/06/2022 10:35 AM | Anthony Cervini, Partner, Sikich | No | Amy Sherwood, Partner, Sikich | E-mail: Anthony.cervini-at-sikich.com
amy.sherwood-at-sikich.com jmichaud-at-auditor.illinois.gov | Emails over the course of 112 minutes | Anthony provided revised timetable for the FY20 contract amendments of ROE 19 and 34. |
| Janis VanDurme, HHS Audit Manager | 12/06/2022 01:03 PM | Linda Abernethy RSM Partner | No | N/A | OAG file sharing site | N/A | I sent RSM the contract amendment 1 document for the FY22 DHS engagement for signature. |
| Jeanne Michaud, Auditor V | 12/06/2022 01:14 PM | Hilda Renteria, Partner, Prado & Renteria | No | N/A | E-mail: hrenteria-at-pradorenteria.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY20 audit of ROE 47 to the OAG RFP portal. | |
| Janis VanDurme, HHS Audit Manager | 12/06/2022 01:35 PM | Linda Abernethy RSM Partner | No | No | OAG File Sharing Site | N/A | RSM sent me back the signed contract amendment 1 document for the FY22 DHS engagement. |
| Jeanne Michaud, Auditor V | 12/06/2022 03:28 PM | Diana Smith, Partner, West & Co. | No | Alex Hagen, Partner, West & Co. | E-mail: dsmith-at-westcpa.com
ahagen-at-westcpa.com jmichaud-at-auditor.illinois.gov | Diana e-mailed the FY21 contract amendment timetable information for ROE #24. | |
| Jeanne Michaud, Auditor V | 12/07/2022 08:29 AM | Marites, Sy | No | I uploaded the signed contract for the FY22 audit of ROE 32 to the ROE RFP portal. | E-mail: jmichaud-at-auditor.illinois.gov
msy-at-rothcocpa.com | I uploaded the signed contract for the FY22 audit of ROE 32 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/07/2022 08:57 AM | Kimberly Walker, Partner, Kemper CPA Group | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
kwalker-at-kempercpa.com | I uploaded the signed contract amendment for the FY21 audit of ROE 30. | |
| Janis VanDurme, HHS Audit Manager | 12/07/2022 10:45 AM | Linda Abernethy RSM Partner | No | No | OAG File Sharing Site | N/A | I sent RSM the final signed contract amendment 1 document for the FY22 DHS engagement for its records. |
| Stephanie Wildhaber, Auditor IV | 12/07/2022 03:38 PM | Amy Sherwood, Partner, Sikich | No | Danielle Caldwell, Manager, Sikich | Email:
Stephanie Wildhaber - swildhaber-at-auditor.illinois.gov Amy Sherwood - amy.sherwood-at-sikich.com Danielle Caldwell - Danielle.Caldwell-at-sikich.com | N/A | Sent Amy the Welcome Letter for the Secretary of State Turnover Agreed Upon Procedures. |
| Jeanne Michaud, Auditor V | 12/08/2022 10:58 AM | Kristyl McDaniel, Manager, Winkel, Parker & Foster | No | N/A | E-mail: kmcdaniel-at-wpf-cpa.com
jmichaud-at-auditor.illinois.gov | E-mails over the course of 1 hr and 25 minutes. | Kristyl e-mailed the timetable for the FY22 contract amendment of ROE #49. |
| Jeanne Michaud, Auditor V | 12/08/2022 11:46 AM | Robert Arnholt, Partner, Doehring, Winders & Co., LLP | No | N/A | E-mail: rarnholt-at-dwcocpa.com
jmichaud-at-auditor.illinois.gov | Robert uploaded the signed contract amendment for the FY22 audit of ROE 51 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/08/2022 11:48 AM | Robert Arnholt, Partner, Doehring, Winders & Co., LLP | No | N/A | E-mail: rarnholt-at-dwcocpa.com
jmichaud-at-auditor.illinois.gov | Robert uploaded the signed contract amendment for the FY 22 audit of ROE 20 to the OAG RFP portal. | |
| Stephanie Wildhaber, Auditor IV | 12/08/2022 01:42 PM | Amy Sherwood, Partner, Sikich | No | Email:
Stephanie Wildhaber - swildhaber-at-auditor.illinois.gov Amy Sherwood - amy.sherwood-at-sikich.com | N/A | Ms. Sherwood sent me the proposal documents for the upcoming agreed upon procedures for the Secretary of State Turnover. | |
| Jeanne Michaud, Auditor V | 12/08/2022 02:56 PM | Marites Sy, Partner, Roth & Co. LLP | No | N/A | E-mail: msy-at-rothcocpa.com
jmichaud-at-auditor.illinois.gov | Marites uploaded the signed contract for the FY22 audit of ROE 39 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/08/2022 04:30 PM | Carmen Sendejas, Firm Administrator, GW & Associates, PC | No | N/A | E-mail: carmen-at-cpagwa.com
jmichaud-at-auditor.illinois.gov | Carmen uploaded the signed contract amendments for the FY22 audits of ROE 31, 41, 50, 56 and ISC 2. | |
| Janis VanDurme, HHS Audit Manager | 12/09/2022 08:50 AM | Stella Santos, Adelfia LLC Partner | No | Gilda Priebe, Adelfia LLC Partner | Email:
jvandurme-at auditor.illinois.gov gbpriebe-at-adelfiacpas.com sbsantos-at-adelfiacpas.com | N/A | I sent the firm a request to provide a proposed revised timetable for the FY21/22 Department of Insurance State Compliance Examination. |
| Stephanie Wildhaber, Auditor IV | 12/09/2022 11:20 AM | Jennifer Roan, Partner, Adelfia LLC | No | Mavie B. Valera, Partner, Adelfia LLC
Stella Marie Santos, Partner, Adelfia LLC | Email:
Stephanie Wildhaber, swildhaber-at-auditor.illinois.gov Jennifer S. Roan, jsroan-at-adelfiacpas.com Mavie B. Valera, mbvalera-at-adelfiacpas.com Stella Marie Santos, sbsantos-at-adelfiacpas.com | N/A | Contacted Jennifer regarding a question on the proposal for Prisoner Review Board Compliance Examination for the two years ended June 30, 2022. |
| Janis VanDurme, HHS Audit Manager | 12/09/2022 04:23 PM | Josh Shugart, KEB Partner | No | N/A | Email:
Van Durme: jvandurme-at-auditor.illinois.gov Shugart: joshs-at-kebcpa.com | N/A | Firm sent the OAG Manager proposed, revised dates for the amendment 1 document for the ISBE FY22 financial audit timetable. |
| Jeanne Michaud, Auditor V | 12/12/2022 08:41 AM | Amy Sherwood, Partner, Sikich, LLP | No | N/A | E-mail: amy.sherwood-at-sikich.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY20 audit of ROE 19 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/12/2022 08:42 AM | Amy Sherwood, Partner, Sikich, LLP | No | N/A | E-mail: amy.sherwood-at-sikich.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY20 audit of ROE 34 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/12/2022 08:45 AM | Robert Arnholt, Partner, Doehring, Winders & Co., LLP | No | N/A | E-mail: rarnholt-at-dwcocpa.com
jmichaud-at-auditor.illinois.gov | I uploaded the FY22 signed contract amendment for ROE 20 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/12/2022 08:46 AM | Robert Arnholt, Partner, Doehring, Winders & Co., LLP | No | N/A | E-mail: rarnholt-at-dwcocpa.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY22 audit of ROE 51 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/12/2022 08:52 AM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY22 audit of ROE 28 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/12/2022 08:53 AM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY22 audit of ROE 16 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/12/2022 08:57 AM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY22 audit of ROE 1 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/12/2022 08:58 AM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY22 audit of ROE 9 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/12/2022 08:59 AM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY22 audit of ROE 17 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/12/2022 09:01 AM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY22 audit of ROE 21 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/12/2022 09:02 AM | Stella Santos, Patner, Adelfia, LLC | No | N/A | E-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract for the FY22 audit of ROE 26 to the OAG RFP portal. | |
| Janis VanDurme, HHS Audit Manager | 12/13/2022 07:47 AM | Gilda Priebe, Adelfia LLC Partner | No | Stella Santos, Adelfia Managing Parnter | Email:
Priebe: gpriebe-at-adelfiacpas.com Van Durme: jvandurme-at-auditor.illinois.gov Santos: sbsantos-at-adelfiacpas.com | N/A | Mrs. Priebe stated Adelifa does not believe a contract amendment would be needed at this time for the FY21/22 DOI State Compliance Examination. However, the OAG and Adelfia can reassess in January 2023, if requests for mandate testing are delayed into 2023. |
| Jeanne Michaud, Auditor V | 12/13/2022 11:28 AM | John Wysocki, Partner, GW & Associates, PC. | No | David Jelonek, Partner, GW & Associates, PC.
Katy McDonna, Auditor II, OAG | E-mail:john.wysocki-at-cpagwa.com
david.jelonek-at-cpagwa.com jmichaud-at-auditor.illinois.gov kmacdonnna-at-auditor.illinois.gov | I proposed a revision to the timetable for the FY22 contract amendment of ROE 41. | |
| Janis VanDurme, HHS Audit Manager | 12/14/2022 07:36 AM | Josh Shugart, KEB Partner | No | N/A | OAG File Sharing Site | N/A | Sent the firm the amendment 1 document for the ISBE FY22 financial audit timetable for the firm's signature. |
| Jeanne Michaud, Auditor V | 12/14/2022 08:46 AM | John Wysocki, Partner, G.W. & Associates, PC | No | N/A | E-mail: john.wysocki-cpagwa.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY19 audit of ISC 2. | |
| Jeanne Michaud, Auditor V | 12/14/2022 08:50 AM | John Wysocki, Partner, G.W. & Associates, PC | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
john.wysocki-at-cpagwa.com | I uploaded the contract amendment for the FY22 audit of ROE 31 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/14/2022 08:53 AM | John Wysocki, Partner, G.W. & Associates, P.C. | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
john.wysocki-at-cpagwa.com | I uploaded the signed contract amendment for the FY22 audit of ROE 50 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/14/2022 08:55 AM | John Wysocki, Partner, G.W. & Associates P.C. | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
john.wysocki-at-cpagwa.com | I uploaded the signed contract amendment for the FY22 audit of ROE 56 to the RFP portal. | |
| Jeanne Michaud, Auditor V | 12/14/2022 08:59 AM | Kimberly Walker, Partner, Kemper CPA Group, LLP | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
kwalker-at-kempercpa.com | I uploaded the contract amendment for the FY22 contract of ROE 45. | |
| Jeanne Michaud, Auditor V | 12/14/2022 09:03 AM | Diana Smith, Partner, West & Company, LLC | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
dsmith-at-westcpa.com | I uploaded the signed contract amendments for the FY21 and FY22 audits of ROE 24 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 12/14/2022 09:50 AM | John Wysocki, Partner, GW & Associates, PC | No | David Jelonek, Partner, GW & Associates, PC
Katy MacDonna, Auditor II, OAG | E-mail: john.wysocki-at-cpagwa.com
david.jelonek-at-cpagwa.com jmichaud-at-auditor.illinois.gov kmacdonna-at-auditor.illinois.gov | E-mails over the course of 16 minutes | John agreed to the new proposed timetable change for the delivery of final audit reports of the FY22 audit of ROE 41. |
| Stephanie Wildhaber, Auditor IV | 12/15/2022 10:26 AM | Amy Sherwood, Partner, Sikich | No | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Amy Sherwood: Amy.Sherwood-at-Sikich.com | N/A | Sent the Secretary of State Turnover agreed upon procedures contract to Ms. Sherwood for signature. | |
| Reddy Bommareddi, Information Specialist V | 12/15/2022 11:01 AM | Jojo Sadural, Partner, Roth & Co., LLP | No | None | Phone: Reddy Bommareddi-217-558-XXXX, Jojo Sadural -312-235-XXXX | 2 minutes | Jojo called me to discuss about the contract amendment for the Law Enforcement Training and Standards Board for the two years ended June 30, 2022. We discussed about the phase II timetable to amend the contract. |
| Stephanie Wildhaber, Auditor IV | 12/15/2022 01:16 PM | Amy Sherwood, Partner, Sikich | No | Email
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Amy Sherwood: Amy.Sherwood-at-sikich.com | Ms. Sherwood sent the signed contract for the Secretary of State Turnover agreed upon procedures. | ||
| Janis VanDurme, HHS Audit Manager | 12/16/2022 08:33 AM | Josh Shugart, KEB Partner | No | N/A | OAG File Sharing Site | N/A | Firm sent the signed amendment 1 document for the ISBE FY22 financial audit timetable. |
| Janis VanDurme, HHS Audit Manager | 12/16/2022 09:15 AM | Josh Shugart, KEB Partner | No | N/A | OAG File Sharing Site | N/A | Sent the firm the final, signed amendment 1 document for the ISBE FY22 financial audit timetable. |
| Stephanie Wildhaber, Auditor IV | 12/16/2022 10:38 AM | Amy Sherwood, Partner, Sikich | No | Email
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Amy Sherwood: amy.sherwood-at-sikich.com | I sent Ms. Sherwood the signed contract for the agreed upon procedures for the Secretary of State turnover. | ||
| Stephanie Wildhaber, Auditor IV | 12/16/2022 01:09 PM | Jennifer Roan, Partner, Adelfia | No | Email
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com | I emailed Ms. Roan with a question regarding the timeline for the compliance examination of the Prisoner Review Board for the two years ended June 30, 2022. | ||
| Lisa Warden, Auditor V | 12/16/2022 03:13 PM | Vicki VanDenBerg, Partner, Plante Moran | No | Steven Bishop, Partner, Plante Moran | Vicki.VanDenBerg - at - plantemoran.com
Steven.Bishop - at - plantemoran.com LWarden - at - auditor.illinois.gov | Asked firm to submit proposed amended contract timetable dates for the FY22 audit of Southern Illinois University. | |
| Lisa Warden, Auditor V | 12/16/2022 03:31 PM | Jennifer Roan, Partner, Adelfia | No | Stella Santos, Partner, Adelfia
Mavie Valera, Partner, Adelfia | jsroan - at - adelfiacpas.com
sbsantos - at - adelfiacpas.com mbvalera - at - adelfiacpas.com lwarden - at - auditor.illinois.gov | I asked the firm to submit proposed amended financial timetable dates for the FY22 audit of the Department of Corrections. | |
| Lisa Warden, Auditor V | 12/19/2022 10:16 AM | Vicki VanDenBerg, Partner, Plante Moran | No | Steven Bishop, Partner, Plante Moran | Vicki.VanDenBerg - at - auditor.illinois.gov
Steven.Bishop - at - auditor.illinois.gov LWarden - at - auditor.illinois.gov | Partner submitted proposed amended timetable dates for the FY22 audit of Southern Illinois University. | |
| Maggie Becker (ADMIN), None | 12/19/2022 12:44 PM | Crystal Boyd, Sales, CDS | No | none | emails | emails | Reached out to Crystal regarding an emergency order to replace a failing hard drive. She provided a quote and link to finalize order once approved. Order placed 12/20/22 |
| Janis VanDurme, HHS Audit Manager | 12/20/2022 07:27 AM | Bill Sarb, RSM Partner | No | N/A | Email:
Van Durme: jvandurme-at-auditor.illinois.gov Sarb: Bill.Sarb-at-rsmus.com | N/A | Firm sent proposed, revised dates for the amendment 1 document of the IDOR FY22 financial audit timetable and the IDOR FY21/22 State compliance examination timetable. |
| Reddy Bommareddi, Information Specialist V | 12/20/2022 11:05 AM | Jojo Sadural, Partner, Roth & Co., LLP | No | None | Email: JoJo Sadural: ESadural- at-rothcocpa.com; Reddy Bommareddi: rbommareddi-at-auditor.illinois.gov | I have uploaded the amended contract of the Law Enforcement Training and Standards Board for the two years ended June 30, 2022 and JoJo signed the contract and uploaded it back to me. | |
| Reddy Bommareddi, Information Specialist V | 12/21/2022 08:53 AM | Jojo Sadural, Partner, Roth & Co., LLP | No | None | Email: JoJo Sadural: ESadural- at-rothcocpa.com; Reddy Bommareddi: rbommareddi-at-auditor.illinois.gov | N/A | I have uploaded the final signed contract amendment of the Law Enforcement Training and Standards Board for the two years ended June 30, 2022. |
| Stephanie Wildhaber, Auditor IV | 12/21/2022 09:01 AM | Jennifer Roan, Partner, Adelfia | No | Stella Santos, Partner, Adelfia | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com Stella Santos: sbsantoas-at-adelfiacpas.com | I sent the Phase I and Phase II contracts for the FY21/22 compliance examination of Prisoner Review Board to Adelfia for signature. | |
| Stephanie Wildhaber, Auditor IV | 12/21/2022 09:39 AM | Jennifer Roan, Partner, Adelfia | No | Stella Santos, Partner, Adelfia | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com Stella Santos: sbsantos-at-adelfiacpas.com | Ms. Roan returned the signed contracts for the FY21/22 compliance examination of the Prisoner Review Board. | |
| Janis VanDurme, HHS Audit Manager | 12/21/2022 10:04 AM | Bill Sarb, RSM Partner | No | N/A | OAG File Sharing Site | N/A | Sent RSM the IDOR FY22 Contract Amendment 2 for the revised timelines of the financial and compliance engagements for its review and signature. |
| Stephanie Wildhaber, Auditor IV | 12/21/2022 03:02 PM | Jennifer Roan, Partner, Adelfia | No | Stella Santos, Partner | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com Stells Santoas: sbsantos-at-adelfiacpas.com | Sent Ms. Roan and Ms. Santos the signed final contracts for the compliance examination of the Prisoner Review Board for the two years ended June 30, 2022 | |
| Lisa Warden, Auditor V | 12/21/2022 04:01 PM | Vicki VanDenBerg, Partner, Plante Moran | No | Steven Bishop, Partner, Plante Moran | Vicki.VanDenBerg - at - plantemoran.com
Steven.Bishop - at - plantemoran.com LWarden - at - auditor.illinois.gov | OAG manager notified partners that timetable amendment sent to Vicki for digital signature for FY22 audit of Southern Illinois University. | |
| Lisa Warden, Auditor V | 12/21/2022 07:39 PM | Jennifer Roan, Partner, Adelfia | No | Stella Santos, Partner, Adelfia
Mavie Valera, Partner, Adelfia | jsroan - at - adelfiacpas.com
sbsantos - at - adelfiacpas.com mbvalera - at - adelfiacpas.com lwarden - at - adelfiacpas.com | Partner proposed revised financial timetable dates for the FY22 financial audit of the Department of Corrections. | |
| Lisa Warden, Auditor V | 12/22/2022 09:51 AM | Vicki VanDenBerg, Partner, Plante Moran | No | Steven Bishop, Partner, Plante Moran | Vicki.VanDenBerg - at - plantemoran.com
Steven.Bishop - at - plantemoran.com LWarden - at - auditor.illinois.gov | Notified firm we need to change the effective date of the contract amendment for the FY22 audit of southern illinois university | |
| Lisa Warden, Auditor V | 12/22/2022 12:48 PM | Vicki VanDenBerg, Partner, Plante Moran | No | Steven Bishop, Partner, Plante Moran | Vicki.VanDenBerg - at - plantemoran.com
Steven.Bishop - at - plantemoran.com LWarden - at - auditor.illinois.gov | Vicki approved the timetable amendment for the FY22 Southern Illinois University audit. | |
| Janis VanDurme, HHS Audit Manager | 12/22/2022 03:06 PM | Meredith Angel, Partner | No | Tom Leach, Sikich Partner | Email:
Van Durme: jvandurme-at-auditor.illinois.gov Angel: meredith.angel-at-sikich.com Leach: tom.leach-at-sikich.com | N/A | Sikich sent me the proposed, revised timetable dates for the FY22 financial audit of HFS. |